At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that's both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
We are hiring a Sales Support Executive to be based in Dubai. The Sales Support Executive will be a member of the Sales & Marketing team, providing key retail sales support to two sales managers managing Africa.
How Will You Add Value
- Act as a key support to the External Wholesalers (EWS) managing Africa while being able to deal with external client queries in an efficient, proactive & professional manner.
- Support EWS with client retention, through client service support, and prospecting new clients. Understand how our firm fits in to the client's asset mix, who are the decision makers at the distributors and the important client issues that relate to the relationship.
- Respond to internal and external clients within agreed timelines. Monitor literature requests for quality, including review of client materials.
- Assist clients with client servicing issues and ensure operational efficiency when transactions are made.
- Ensure department meets or exceeds all defined client reporting deadlines.
- Develop processes to enhance reporting function within department (quantitative & qualitative)
- Work closely with the Managers, Client Services to conduct regular process reviews, identify weaknesses, and conduct on-going performance analysis.
- Ensure all reports to clients are accurate, relevant, produced, and dispatched in a timely manner.
- Develop strong, personal relationships with the team; contribute to group discussions and continually make suggestions (and help implement where appropriate) on how to improve the service provided to clients.
- Maintain strong understanding of FT products including the strengths and weaknesses of each product.
- Stay up to date with our investment outlook and what is happening globally from a macro economic, market and geopolitical standpoint.
- Serve as a resource for Sales team in Onboarding new clients which may involve coordination with other business units,
- Assist the sales managers in preparation of call reports, travel logs & admin documents, expense reports & monthly A&P Budget.
- Work closely with marketing team for client gift procurement & shipping and inventories, and maintaining gifts and events logs for compliance purposes
- Coordinate Client events, hotel bookings, client attendance, marketing materials, marketing arrangements, PM Request form and banners at event. Technology testing and checks.
- Demonstrate understanding and compliance with regulatory and risk requirements, corporate Code of Ethics, including adoption of policies.
- Provide MIS reporting and administrative support to sales managers.
- Keep the CRM system updated with all relevant client information. Ensure ongoing maintenance within relevant CRM system.
- Coordinate and oversee other special projects in department as needed and assigned by Manager.
- Assist Manager with strategic planning initiatives.
What Will Help You Be Successful in This Role
- University degree with concentration in finance and/or economics preferred or equivalent work experience.
- 1-3 years of experience within Asset Management, with knowledge and background of Client Service and/or Sales Support, is preferred
- Sound knowledge of financial services industry with previous experience in the financial industry preferred
- Good understanding of investments and the investment process
- Strong oral and written communication skills
- Ability to converse in Zulu, Xhosa, Afrikaans, Swahili, Arabic would be an added advantage
- Ability to be flexible with client needs dictating required focus
- Ability for independent decision making skills
- Ability to perform multiple tasks in a fast paced team environment
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [Confidential Information]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
